Asia and Global Semiconductor and Tech Research

Andrew Lu

Former Head of Asia ex-Japan Semiconductor and TFT-LCD/Touch Research at Barclays and Citi Bank, Former Head of Technology at 國金證券

Likely Stronger Demand on Apple Watch 2 for Longer Battery Life and Built-In GPS

Equity Bottom-Up

<h2>Summary</h2><ul>
<li>
<strong>What's new? </strong>Sales of the Apple Watch to consumers (not on retailers' shelves) set a record or is off the charts during the first week of holiday shopping, and 4Q16 is on track to be the best ever for the product (one of the most popular holiday gifts), Apple CEO Tim Cook told Reuters.</li>
<li>
<strong>Apple's view vs. ours:</strong> The demand strength for Apple Watch 2 is not a surprise to us. As we highlighted in "<a href="https://www.smartkarma.com/insights/likely-stronger-demand-on-apple-watch-2-for-longer-battery-life-and-built-in-gps" target="_blank" data-smartkarma-citation="insights:5649">Likely Stronger Demand on Apple Watch 2 for Longer Battery Life and Built-In GPS</a>" report, driven by…</li>
</ul>

Summary

What's new? Sales of the Apple Watch to consumers (not on retailers' shelves) set a record or is off the charts during the first week of holiday shopping, and 4Q16 is on track to be the best ever for the product (one of the most popular holiday gifts), Apple CEO Tim Cook told Reuters.

Apple's view vs. ours: The demand strength for Apple Watch 2 is not a surprise to us. As we highlighted in "Likely Stronger Demand on Apple Watch 2 for Longer Battery Life and Built-In GPS" report, driven by…


Bingo, Apple Sees the Best Ever Apple Watch 2 Sales; Positive to Its Suppliers